Consolidation, sharing and analysis of investment information
Systems and methods are described for gathering investment information of peers and/or other trusted sources and making the investment information and analysis available on a real-time basis. These systems and methods provide investment information and advisory services for individual members generated through peer research, real-time portfolio and trading sharing. Individual member account data is consolidated from a variety of data sources, and members are allowed to share the aggregate data set for the purposes of providing real-time information, insights, and investment recommendations to peers based upon individual performance, real-time trading activity, and summary member data.
1 . A method comprising:
receiving rank data of a plurality of investors that includes a plurality of rank groups derived from investment data and trade data of the plurality of investors;
designating as a predictor group a rank group of the plurality of rank groups; and
generating an equity rating for each security of a plurality of securities using trade parameters of real-time trade data of investors of the predictor group.
2 . The method of claim 1 , wherein the real-time trade data includes trade data of the plurality of investors and trade data of at least one security market, wherein the investment data comprises data of current investment holdings, historical investment holdings, historical investment performance data, historical transactional data, and watch lists.
3 . The method of claim 1 , wherein the trade parameters include transaction type and transaction volume.
4 . The method of claim 1 , comprising identifying transactions of the investment data and trade data involving the security.
5 . The method of claim 4 , comprising determining a number of buy transactions and a number of sell transactions involving the security.
6 . The method of claim 5 , comprising generating a total trade volume of the security.
7 . The method of claim 6 , comprising wherein generating the equity rating for a security comprises:
generating a quantity by subtracting the number of sell transactions from the number of buy transactions; and
dividing the quantity by the total trade volume of the security.
8 . The method of claim 1 , comprising generating a transaction rating that includes a buy rating or sell rating for a security corresponding to the equity rating.
9 . The method of claim 8 , comprising generating a strength of signal indicator that indicates strength of the transaction rating.
10 . The method of claim 1 , comprising:
automatically analyzing a portfolio of each of the plurality of investors using the equity ratings; and
generating, in response to the analyzing, performance measures for the portfolio and transaction recommendations for securities of the portfolio.
11 . The method of claim 1 , comprising generating the rank data by ranking the plurality of investors according to investment performance derived from the investment data.
12 . The method of claim 11 , wherein ranking the plurality of investors comprises:
generating a base score for each investor using the investment data; and
generating an adjusted score for each investor by adjusting the base score according to a weighting parameter.
13 . The method of claim 12 , wherein the weighting parameter is at least one parameter selected from a group consisting of average annual return, risk, tenure of the investment data, verification state of the investment data, popularity of the investor relative to the plurality of investors, and momentum of the investor.
14 . The method of claim 12 , comprising assigning each investor to a rank group of the plurality of rank groups according to the adjusted score.
15 . The method of claim 1 , comprising generating the rank data by:
forming a plurality of clubs, wherein each club includes a set of the investors; and
assigning each of the plurality of clubs to one of a plurality of rank groups, the assigning based on cumulative investment data of the set of the investors of the club.
16 . The method of claim 1 , comprising generating an investor network by linking at least one set of investors of the plurality of investors, wherein the link enables sharing of the investment data and trade data between linked investors.
17 . The method of claim 1 , comprising normalizing the investment data.
18 . The method of claim 17 , wherein the normalizing comprises:
classifying transactions of the investment data and generating a transactional history of the investor;
comparing current holdings of an investor with the transactional history; and
balancing the transactional history, wherein the balancing manipulates the transactional history to match the current holdings.
19 . A system comprising:
a ranking component coupled to a processor and configured to generate rank data of a plurality of investors that includes a plurality of rank groups derived from investment data and real-time trade data of the plurality of investors; and
a rating component coupled to the processor and configured to receive the rank data and designate as a predictor group a rank group having the highest ranking among the plurality of rank groups, the rating component configured to generate an equity rating for each security using trade parameters of real-time trade data of investors of the predictor group.
20 . The system of claim 19 , wherein the real-time trade data includes trade data of the plurality of investors and trade data of at least one security market, wherein the investment data comprises data of current investment holdings, historical investment holdings, historical investment performance data, historical transactional data, and watch lists.
21 . The system of claim 19 , comprising an aggregation component coupled to the processor and configured to aggregate the investment data and the real-time trade data.
22 . The system of claim 19 , wherein the trade parameters include transaction type and transaction volume.
23 . The system of claim 19 , wherein the rating component is configured to identify transactions of the investment data and trade data involving the security.
24 . The system of claim 23 , wherein the rating component is configured to determine a number of buy transactions and a number of sell transactions involving the security.
25 . The system of claim 24 , wherein the rating component is configured to generate a total trade volume of the security.
26 . The system of claim 25 , wherein the rating component is configured to generate a quantity by subtracting the number of sell transactions from the number of buy transactions, and dividing the quantity by the total trade volume of the security.
27 . The system of claim 19 , wherein the rating component is configured to generate a transaction rating that includes a buy rating or sell rating for a security corresponding to the equity rating.
28 . The system of claim 27 , wherein the rating component is configured to generate a strength of signal indicator, wherein the strength of signal indicator indicates strength of the transaction rating.
29 . The system of claim 19 , wherein the ranking component is configured to generate a base score for each investor using the investment data.
30 . The system of claim 29 , wherein the ranking component is configured to generate an adjusted score for each investor by adjusting the base score according to a parameter selected from a group consisting of average annual return, risk, tenure of the investment data, verification state of the investment data, popularity of the investor relative to the plurality of investors, and momentum of the investor.
31 . The system of claim 30 , wherein the ranking component is configured to rank investors by assigning each investor to a rank group according to the adjusted score of the investor.
32 . The system of claim 19 , wherein the ranking component is configured to rank the plurality of investors by forming a plurality of clubs, wherein each club includes a set of the investors, and assigning each of the plurality of clubs to one of a plurality of rank groups, the assigning based on cumulative investment data of the set of the investors of the club.
33 . The system of claim 19 , comprising a recommendation component coupled to the processor and configured to evaluate the equity ratings with risk level and securities held by an investor, compare a set of investors of the plurality of investors using the ranking and equity ratings, and generate recommendations for the securities held by the investor in response to the comparisons.
34 . The system of claim 19 , comprising a portal coupled to the processor, the portal configured to allow each investor restricted access to shared data of the plurality of investors, wherein the shared data includes one or more of the investment data, the real-time trade data, and rank data.
35 . A computer readable medium comprising executable instructions which, when executed in a processing system, rates securities by:
receiving rank data of a plurality of investors that includes a plurality of rank groups derived from investment data and trade data of the plurality of investors;
designating as a predictor group a rank group having the highest ranking among the plurality of rank groups; and
generating an equity rating for each security using trade parameters of real-time trade data of investors of the predictor group.